Looking to diversify beyond BCSVX? The mutual funds below have historically moved differently from BCSVX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for BCSVX
1 mutual funds have low correlation with BCSVX (below 0.3), 1 of which are negatively correlated. The least correlated is AQR Managed Futures Strategy Fund Class N (AQMNX) (Systematic Trend) with a 1Y correlation of -0.16, roughly unchanged from -0.22 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund Class N | -0.16 | -0.05 | -0.22 | 89 | Systematic Trend | BCSVX vs AQMNX | |
| Kopernik Global All-Cap Fund Class A | 0.39 | 0.39 | 0.46 | 65 | Foreign Small & Mid Cap Equities | BCSVX vs KGGAX | |
| Kopernik Global All-Cap Fund | 0.40 | 0.39 | 0.46 | 66 | Foreign Small & Mid Cap Equities | BCSVX vs KGGIX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 0.41 | 0.47 | 0.48 | 90 | Large Cap Value Equities, Dividend | BCSVX vs CDDYX | |
| AMG Yacktman Special Opportunities Fund | 0.42 | 0.49 | 0.55 | 55 | Foreign Small & Mid Cap Equities | BCSVX vs YASLX |
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